Northwestern Mutual Wealth Management
FFTY icon

Northwestern Mutual Wealth Management’s CapForce IBD 50 ETF FFTY Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio FFTY Stock Details FFTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,929
Closed -$69.2K – 3423
2023
Q1 		$69.2K Buy
2,929
+110
+4% +$2.53K ﹤0.01% 1823
2022
Q4 		$61.5K Buy
2,819
+23
+0.8% +$568 ﹤0.01% 1841
2022
Q3 		$68K Sell
2,796
-78
-3% -$2.16K ﹤0.01% 1785
2022
Q2 		$77K Sell
2,874
-67
-2% -$2.15K ﹤0.01% 1747
2022
Q1 		$115K Sell
2,941
-1,004
-25% -$39K ﹤0.01% 1649
2021
Q4 		$181K Hold
3,945
– – ﹤0.01% 1482
2021
Q3 		$187K Sell
3,945
-25
-0.6% -$1.17K ﹤0.01% 1370
2021
Q2 		$184K Buy
3,970
+24
+0.6% +$1.09K ﹤0.01% 1345
2021
Q1 		$173K Sell
3,946
-222
-5% -$10.1K ﹤0.01% 1289
2020
Q4 		$171K Sell
4,168
-12
-0.3% -$468 ﹤0.01% 1205
2020
Q3 		$156K Buy
4,180
+1,673
+67% +$61.7K ﹤0.01% 1113
2020
Q2 		$86K Sell
2,507
-188
-7% -$5.84K ﹤0.01% 1270
2020
Q1 		$75K Buy
2,695
+24
+0.9% +$799 ﹤0.01% 1219
2019
Q4 		$93K Buy
2,671
+39
+1% +$1.32K ﹤0.01% 1216
2019
Q3 		$85K Hold
2,632
– – ﹤0.01% 1212
2019
Q2 		$90K Sell
2,632
-485
-16% -$16.3K ﹤0.01% 1164
2019
Q1 		$104K Hold
3,117
– – ﹤0.01% 1082
2018
Q4 		$86K Buy
3,117
+2,225
+249% +$69K ﹤0.01% 1047
2018
Q3 		$34K Buy
892
+36
+4% +$1.32K ﹤0.01% 1456
2018
Q2 		$30K Buy
856
+430
+101% +$15K ﹤0.01% 1445
2018
Q1 		$14K Buy
+426
New +$14.5K ﹤0.01% 1642

Other funds holding FFTY

LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
IPW
IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Northwestern Mutual Wealth Management's FFTY Position: Q2 2023 in Review

Northwestern Mutual Wealth Management sold out of CapForce IBD 50 ETF (FFTY) in Q2 2023, closing a stake of 2,929 shares — an estimated $69.2K sold.

Northwestern Mutual Wealth Management first reported a position in FFTY in Q1 2018 and held it in 21 quarters. The position peaked at $187K in Q3 2021. 45 funds tracked by Wall St. Rank hold FFTY as of Q2 2023.

  • Northwestern Mutual Wealth Management reported no remaining CapForce IBD 50 ETF position as of Q2 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2,929 CapForce IBD 50 ETF shares in Q2 2023, an estimated $69.2K.
  • Northwestern Mutual Wealth Management first reported a position in CapForce IBD 50 ETF in Q1 2018 and held it in 21 quarters.
  • Northwestern Mutual Wealth Management's CapForce IBD 50 ETF position peaked at $187K in Q3 2021.
  • 45 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q2 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.